Clinical and documents
By Jana and 1 other2 authors4 articles
- Compliance tracking and IM+CANS exportsHow to track required documents across your practice, flag and assign IM+CANS, request signatures, and export or mark assessments exported.
- Documents and templatesHow to build practice forms, signable PDFs, worksheets and packets, share them with providers, and manage documents in client charts.
- Supervision and billingHow supervision billing policies, approval holds, incident-to billing and supervision modifiers work for supervised sessions.
- Setting up clinical supervisionHow to set up supervision roles, deadlines and assignments, and how note review, document sign-off and bulk sign-off work.